Estate Planning Attorney

Job Title:

Estate Planning Attorney

Job Responsibilities:

- Advise clients on estate planning strategies, including wills, trusts, incapacity planning, asset protection, and legacy preservation.

- Develop and execute customized estate plans tailored to individual client needs.

- Draft, review, and oversee estate planning documents such as wills, revocable and irrevocable trusts, powers of attorney, and advance directives.

- Handle probate and trust administration matters from opening through closing.

- Prepare and file probate pleadings, inventories, accountings, and court documents.

- Counsel personal representatives, trustees, and beneficiaries regarding fiduciary duties and compliance.

- Represent clients in probate court proceedings and hearings as needed.

- Prepare for and lead client meetings, including consultations, review meetings, and signing sessions (in-office and occasional off-site).

- Respond to trust funding, probate, and estate planning follow-up questions.

- Provide guidance and oversight to paralegals and legal assistants to ensure accuracy and compliance.

- Participate in new and existing client consultations with a focus on strong engagement and retention.

- Collaborate with attorneys, paralegals, administrative staff, and management to ensure timely case progression.

- Maintain accurate and organized case notes and client records using legal practice management and CRM systems.

- Perform administrative follow-up tasks and ensure proper client file documentation.

- Communicate clearly, professionally, and compassionately with clients throughout the legal process.

- Ensure compliance with Florida law, court rules, and firm procedures.

 About the firm: 

Mamone Walker is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status or any other factor prohibited by law.

This position is located in Miami, FL.  Compensation will depend on the individual's qualifications and experience.  This position is not remote, and the candidate must reside in the Miami area at or prior to the time of hire. 

Education and Experience Information:

- Active member in good standing with the Florida Bar.

- (Preferred) 2+ years of experience practicing estate planning and probate law.

Qualifications:

- Knowledge of Florida probate rules and estate planning statutes.

- Experience with trust administration and probate court procedures.

- Excellent communication skills.

- Strong organizational, time-management, and attention-to-detail abilities.

- Ability to independently manage client matters, deadlines, and sensitive issues with empathy and discretion.

- Client-focused mindset with strong engagement and follow through.

- Ability to work independently and as part of a collaborative legal team.